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Seeking a Senior Wealth Advisor for a noncustodial RIA platform recognized as one of the best in the industry. With a proven track record of helping advisors succeed.

Benefits of Senior Wealth Advisor:

  • Fully Remote
  • 200-250k
  • Sign on bonus
  • Turnkey Operations: Full operational support, including compliance, technology, marketing, and business development coaching.
  • Business Development: Personalized coaching and strategic guidance to help you scale your practice.
  • Dedicated Marketing Support: Access to a marketing stipend for seminars, digital ads, and more to drive business growth.
  • Tech Stack: Access to top-tier platforms like Salesforce, Orion, eMoney, Fidelity, and Schwab.
  • Compliance Backing: Full regulatory support to ensure your business stays compliant.
Senior Wealth Advisor Qualifications:
  • Expertise in wealth management, investment management, and financial planning.
  • Proven track record of generating revenue and growing client relationships.
  • Advisors with $50M-$300M AUM who want to launch their own brokerage or existing RIAs seeking operational support and growth.
  • 5-10+ years of experience in financial services.
  • CFP preferred; Series 7, 66 (or 63), and 65 licenses required.

Read the full job description and apply online on the recuiter's web-site

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